Google is a strong contender in the cloud war, thanks to their roots
forbes.com
forbes.com
While Google is certainly a strong contender, I wouldn't underestimate that importance of a strong high-level strategy. And Amazon knows this. Commodification of cloud resources is a risk to AWS and thus we see an increase of 'serverless' infrastructure from AWS that tries to differentiate from competitors.
This is a pretty regular occurrence if you check the new tab.